Surprise after the red light? AI strongly supports microsoft Q3 Azure revenue growth of over 30%, but expects Q4 growth to slow down, with increased AI spending.
In the third quarter, Microsoft's total cloud revenue grew by 22% year-on-year, exceeding expectations. AI contributed to a 12 percentage point increase in Azure, higher than the second quarter; Excluding the impact of exchange rates, Azure cloud revenue increased by 34% in the third quarter, slightly slower than the second quarter but still above expectations. However, it is expected that Azure's revenue growth in the fourth quarter will further slow to 31%-32%; Capital expenditures accelerated in the third quarter, with a year-on-year increase of nearly 79%, and is expected to increase quarter-on-quarter in the fourth quarter. The stock price initially rose by over 2% after market trading, but later dropped by over 4%.
AI cloud "boosts" microsoft performance, but weak outlook leads to stock price decline! Is investing in AI a blessing or a curse?
On Wednesday in post-market trading Eastern Time, Microsoft released its performance report for the first quarter of the 2025 fiscal year. The data shows that Microsoft's quarterly revenue was $65.585 billion, a 16% year-on-year increase, with an eps of $3.3, a 10% year-on-year increase, both of which exceeded market expectations.
US technology stocks' 'weird phenomenon': Beating expectations is no longer enough, investors want more.
①For investors, the better-than-expected performance of large technology companies in the US is no longer enough to satisfy them; ②This week, technology companies have successively released quarterly financial reports, with revenue and profits mostly exceeding expectations, yet the market response has been brutal; ③Some believe that the dismal stock price is due to the market's overly high expectations, while others attribute it to a technical profit-taking pullback.
Officially challenging Google! OpenAI launches ChatGPT search function, supported by major media such as News Corporation and Associated Press.
The search feature will be first launched for the paid version of ChatGPT Plus and Team, and will be available to all free users in the coming months; ChatGPT can search the web based on user queries, and users can also manually search by clicking on the search icon.
S&P 500 Records Worst Session In Over A Month, Meta And Microsoft Tumble: Greed Index Moves To 'Fear' Zone
OpenAI CEO: AI Agents are like senior colleagues, pricing based on computational complexity rather than quantity.
Altman states that agents can complete a two-day or two-week task well, ask questions when necessary, and then provide excellent key products, not based on the number of agents, but priced based on the calculation needed for the question. GPT4 can easily replicate success, even if it does not know how others have achieved it.